AE November 2017

November 2017

Conversations

In the first 10 minutes of a meeting, your client says: We went leaf-peeping on the Cabot Trail. We had a great time but our…

Pravin Kumar First vice-president and portfolio manager, CIBC Wood Gundy, Vancouver I’ve been working for 23 years, so I’m actively looking — internally and externally…

Scenario: Gwyn and Farid* of North Vancouver have divorced, with a court awarding them joint custody of their 12-year-old daughter, Ashley. Problem is, the couple…

Travelling by private jet is—literally—the height of luxury. A private aircraft lets flyers control their own time (and take full-sized toothpaste tubes in their carry-ons).…

Part of providing value to clients is presenting information clearly, visually and concisely. Many advisors rely on PowerPoint for such presentations, but there’s another option…

Occupation Student and retired police officer City Thunder Bay, Ont. Age 65 I’ve been investing since: My mid-40s Portfolio: About $300,000 in an RRIF; a…

Melissa Shin

Just in time for its 20th birthday, Advisor’s Edge is being reborn. Advisor’s Edge was founded in 1998 as a resource to help you ask…

Market Insights

Bottom-up managers share how they stay focused but flexible

Katie Keir

Veterans explain how they support new team members

Whether you're a hockey coach or partner in a business, regulators want to know

Estate Planning

Common pitfalls when caring for a property

Tax News

This year, crystallize capital transactions by Dec. 27

Industry News

Just in time for its 20th birthday, Advisor’s Edge is being reborn. Advisor’s Edge was founded in 1998 as a resource to help you ask…

Whether you're a hockey coach or partner in a business, regulators want to know

Software can discover traders’ patterns, behaviours and relationships, all without human instruction

Kevin Cork

Part of providing value to clients is presenting information clearly, visually and concisely. Many advisors rely on PowerPoint for such presentations, but there’s another option…